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Company Settings

All plans

Company details, logo and colour, plan, connected companies and switches that let the company adjust how the modules behave.

Available for:Administrator

In Company settings, the administrator fills in the company details and turns features of individual modules on or off. The settings apply to the whole company and all its users.

How to open the settings​

In the top bar, click the circle with your initials and choose Nastavení (Settings) followed by the name of your company. Only the company administrator sees this item. (The Settings → General section in the left menu contains company code lists, not these settings - see Financial code lists.)

  • On the left there is a list of sections grouped by area; on a phone, there is a Sekce (Section) picker at the top.
  • Most changes are saved with the Uložit změny (Save changes) button at the bottom of the page. Items with their own lists and dialogs (connected companies, photo sync, equipment categories, approval rules, number series, invoice receiving, bank integration, API keys) are saved separately.
  • In the Diary and Diary+ plans, sections for modules of higher plans are marked with a lock and cannot be set (Dostupné od tarifu Firma - available from the Company plan). They unlock as soon as you change the plan in the Tarif (Plan) section. Individual switches from a higher plan have the label Od tarifu Firma (From the Company plan) or Od Deníku+ (From Diary+).

Company (Firma)​

General (Obecné)​

  • The company's billing details: Název (Name), Adresa (Address), PSČ (Postcode), Město (City), Země (Country), Kraj (Region), IČO (Czech company ID number; the magnifier icon fills in the details from ARES, the Czech business register), DIČ (VAT number), Daň (Tax: VAT payer or non-payer), Číslo účtu (Account number) and Název banky (Bank name). These details are carried over to the documents you issue.
  • Company contacts: Kontaktní jméno (Contact name), Kontaktní telefon (Contact phone), Kontaktní email (Contact email), Fakturační email (Billing email) and Web (Website). We send invoices for eProtokol to the billing e-mail, or to the contact e-mail if the billing one is empty.
  • Text v patičce dokumentů (Document footer text) - for example your entry in the Commercial or Trade Register. It is printed in the footer of PDF documents.
  • Firemní chat (Company chat) - turns chat on and off for the whole company on the web and in the mobile app. When it is turned off, the history is kept.

Dashboard (Nástěnka)​

Pořadí hlavních tabů na nástěnce (Order of the main dashboard tabs: Requests, Work reports, Material, Documents). The first tab in the order is selected by default on the dashboard. From the Company plan, see Dashboard.

Logo and colour (Logo a barva)​

  • Logo - upload it by dragging in a file (PNG, JPG, GIF or WebP, max. 10 MB). It is printed on PDF documents, for example invoices, quotes, orders and the construction diary.
  • Skrýt logo v zápatí faktury (Hide logo in invoice footer) - an issued invoice has your logo in the footer, or the eProtokol icon if you have no logo. The switch leaves the footer without a logo.
  • Razítko s podpisem (Stamp with signature) - a scan of your stamp (ideally a PNG with a transparent background) is printed in the signature block of issued invoices and purchase orders. With the Tisknout razítko (Print stamp) switch you can turn it off temporarily without deleting it.
  • Barva horní lišty (Top bar colour) - colours the top bar of the app in one of nine colours (or Bez barvy - no colour). If you work in several companies, the colour tells you which one you are in right now. You also see a Náhled hlavičky (Header preview).

Plan (Tarif)​

  • Tarif and Měsíční/Roční platba (Monthly/Annual payment) - change the company's plan. On the Diary plan, you can also turn on Deník+ (Diary+) here. Plan prices (including the Diary+ price) are exclusive of VAT; 21% VAT is added to the subscription invoice. See Plans.
  • Využití úložiště (Storage usage) - how much space the company's files take up (out of 1 GB on the Diary plan) and the number of files.
  • Fakturace za služby (Service invoices) - invoices for eProtokol; you open each one with the Zobrazit (View) button.

Connected companies (Připojené firmy)​

Companies you have access to. You can switch between them, remove a connection, or use the Připojit firmu (Connect company) button to request access to another company. See Switching between companies.

Marketing​

The Zasílat marketingová sdělení a upozornění na partnerské programy (Send marketing messages and partner programme notices) switch. When it is turned off, we will no longer send the company marketing e-mails, tips or offers.

Diary and projects (Deník a stavby)​

Diary and projects (Deník a stavby)​

Described in detail in Construction diary.

  • Automatické přidání osoby do stavebního deníku (Automatically add person to construction diary) - when a work report is created, the worker is automatically added to the project's daily entry (from the Company plan).
  • Počet pracovníků v denním záznamu (Number of workers in daily entry) - a field for manually entering the number of people on site who do not have an account in the app.
  • Seznam pracovníků podle profesí (Worker list by trade) - a list of people without an app account, with name and trade; in the daily entry you then pick them in the Pracovníci ze seznamu (Workers from the list) field. Přidat pracovníka (Add worker) adds a row, the trade field suggests trades already entered and the bin removes a worker from the list (they stay in entries already written). Workers from the list do not log in and do not count towards the user limit. On the Diary plan the list holds at most 10 workers, a longer list comes with Deník+ (Diary+). Changes are saved together with the settings.
  • Automatické schválení denního záznamu (Automatic approval of daily entry) - the entry is closed as soon as it is saved, without the site manager's signature.
  • Automatické schválení denního záznamu z výkazu (Automatic approval of daily entry from work report) - approving a work report also closes the daily entry for that project and day.
  • Počasí v deníku po hodinách (Hourly weather in diary) - the weather is loaded for several set times (by default 07:00, 12:00, 16:00). The project must have its ORP (municipality with extended powers) filled in.
  • Úprava denních záznamů za ostatní (Editing daily entries for others) - the selected users may also edit a daily entry of another author and its daily description, as long as it is not signed.
  • Výchozí zúčastněné osoby deníku (Default diary participants) - the selected users are automatically added to the diary of every new project (from Diary+).
  • Notifikace následné péče o stavby (Project aftercare notifications) - you can enter aftercare dates for a project (watering, mowing, inspection). Users turn on reminders in My profile → Notifikace (Notifications); the reminders arrive with the set advance notice (by default 30, 14, 7 and 1 day before the date).

Planning (Plánování)​

  • Plánovací okno (Planning board) - a daily board of projects appears in the Planning menu, onto which you drag people and machines. See Plan.
  • Plán jen pro ty, kdo k němu mají přístup v Právech (Plan only for those with access to it in Permissions) - a user whose role has the nepřístupný (inaccessible) level for both the Calendar and My calendar does not see the plan anywhere, not even events they are assigned to: it disappears from their dashboard on the web and in the mobile app, and they get no notification that they have been scheduled. Without the switch, such a user has no plan in the menu but still sees their assigned events on the dashboard. Administrators always see the plan.
  • Detail stavby na vlastní stránce (Project detail on its own page) - a project opens on a separate page with its own address instead of in a window, so you can send a link to it. See Projects.

Photo sync (Synchronizace fotek)​

Connection to the company Dropbox. After clicking Propojit Dropbox (Connect Dropbox), you select the projects whose photos should be synced automatically. Each project gets its own album "Company - Project" in Dropbox. Stopping the sync or disconnecting Dropbox does not delete any photos.

Documents and payments (Doklady a platby)​

  • Schvalování nákladů (Expense approval) - approval rules for purchase invoices and the company's approval switches (administrator approval above 50,000 Kč, multiple approvers mode, rules also for invoices received by e-mail, notifications about expenses awaiting approval). See Expense approval.
  • Příjem faktur (Invoice receiving) - an e-mail address to which suppliers send invoices straight into expenses. See Receiving documents.
  • AI služby (AI services) - AI data extraction from purchase invoices and receipts (manually, or automatically on upload), from delivery notes and from documents attached to reimbursement requests (for these, optionally also creating the record without review), plus Generátor harmonogramů (AI) (AI schedule generator) and Deník - AI zápisy (Diary - AI entries). At the bottom there is an overview of AI usage. AI usage is charged according to the price list. Document extraction is described in Receiving documents.
  • Doklady a číselné řady (Documents and number series) - document number series, Layout PDF faktury (Invoice PDF layout: Klasický - classic, or Boxový - boxed), Pořadí polí u položek faktury (Order of invoice item fields) and the switches Skrýt stavební kategorii v nákladu (Hide construction category in expense) and Faktury přijaté otevírat jen s neproplacenými (Open received invoices with unpaid only). See Number series and document appearance.
  • Bankovní integrace (Bank integration) - connection to your bank (Raiffeisenbank, Česká spořitelna) for loading payments and sending payment orders. If your bank is missing, ask for it to be added with the Požádat o doplnění (Request addition) button. See Payments.
  • Patriot - login details (Patriot User, Patriot Key) for the Patriot service (vehicle logbook), from which eProtokol loads the location and trips of vehicles and machines with a GPS unit. See Transport and Machinery.

Equipment and machines (Nářadí a stroje)​

The Nářadí (Equipment) section (see Equipment):

  • Potvrzování předávky příjemcem (Handover confirmation by recipient) - an equipment handover waits until the recipient confirms it. When turned off, the equipment is handed over immediately and the recipient only gets a notification.
  • Kategorie ve skladu (Warehouse categories) - the list of categories for equipment and stock items. Only an unused category can be deleted.

Work reports and wages (Výkazy a mzdy)​

  • Výkazy a docházka (Work reports and attendance) - how work reports and attendance behave: adding lunch, approval of a report by any administrator, default working times from-to, a note in the report and copying it to the diary, category labels and hiding categories, the weather report and its overhead project, released category budget, diary photos in the report, reporting on behalf of others, blocking reports for future dates, retroactive editing of an approved report, limiting retroactive edits, Kontrolovat smlouvy (Check contracts), how the report list is displayed (non-standard days, amount, day of the week), Přehled zaměstnance v seznamu uživatelů (Employee overview in user list) and Časová kontrola docházky (Attendance time tracking). See Work reports and Attendance.
  • Mzdy (Wages) - coefficients for non-working days (weather, sickness, leave), DPP check (DPP = agreement to perform work, a Czech short-term contract), advance requests, allowing loans, grouping deductions and bonuses, A4 payslips, default payment method, wages for a from-to period with a list of wage periods, and DPP limits. See Payroll.
  • Mzdové příplatky (Wage surcharges) - weekend surcharge (optionally only once the monthly working-hours fund is met), public holiday surcharge, night surcharge with a night time band, and surcharge rules by contract type. See Wage rates.
  • Dovolená a sick days (Leave and sick days) - allowing requests for leave and sick leave, their approvers and notification recipients, copying approved leave and sick leave into wages, the default annual entitlement by contract type, and the Přehled dovolených (Vacation overview) in the Attendance menu. See Leave and sick leave.

System (Systém)​

API keys (API klíče)​

In the Company and All for business plans, you create keys here for access to company data through the API and the MCP server (for example to connect the AI assistant Claude or your own integrations). Requests made with a key are limited to your company only.

  1. Click Nový klíč (New key), enter a Název klíče (Key name), which is only for your reference, in the K čemu klíč smí (What the key may access) section tick the areas (company data, enquiries, transport enquiries, vehicle locations, web enquiries) and choose Vytvořit klíč (Create key). The key gets employees' personal data (birth number, documents, addresses, bank account, wages, attendance) only with the Osobní údaje zaměstnanců (Employees' personal data) area ticked.
  2. The key is shown only once - copy it and store it in a safe place.
  3. In the list of keys you see the prefix, the areas and the dates of creation and last use. You change the areas with the Upravit oblasti klíče (Edit key areas) icon; deactivate a key you no longer need. Keys created before 29 September 2026 have all areas except personal data.

Deactivation (Deaktivace)​

Deaktivovat účet (Deactivate account) cancels access for the whole company: none of its users will be able to log in any more. The data remains preserved for accounting purposes; to restore the account, you need to contact support. The action cannot be undone, and the app asks you to confirm it once more.

Company details only need to be filled in once

Name, IČO, DIČ, address, bank account, logo and stamp are automatically filled into invoices, quotes, orders and other documents. When your registered office or bank account changes, you only need to update them here.